Diksha Shukla

• Handling Portfolio of HNI and UHNI clients
• Mutual Fund research and analysis
• Operations management and Client Support
• Client Onboarding
• Financial Planning and Portfolio Management
• Process Optimization
• Customer Service Excellence
• Client Retention and Satisfaction
• Strategic Initiatives

• Helping individuals and families achieve their financial goals through personalized financial planning and investment management strategies.
• Specializing in retirement planning, investment management, tax planning, and estate planning.
• Skilled in developing comprehensive financial plans tailored to each client's unique needs and goals.
• Proven track record of helping clients build and preserve wealth through strategic financial planning.
• Strong expertise in analyzing financial data, identifying opportunities, and mitigating risks.
• Actively stay updated on market trends, regulatory changes, and industry best practices to deliver the highest level of service to clients.
• Expertise in handling the wealth of HNI and UHNI clients, along with treasury accounts.

• Conducted a comprehensive analysis of mutual funds, stocks, and other investment vehicles to identify potential opportunities and risks.
• Assessed clients' investment goals, risk tolerance, and financial objectives to develop tailored investment strategies.
• Provide investment advice and recommendations on asset allocation, investment strategies, and specific
  investment products, such as mutual funds, stocks, bonds, and alternative investments.
• Created and maintained investment portfolios for clients, ensuring alignment with their financial goals.
• Collaborated with cross-functional teams, including portfolio managers, and wealth advisors, to provide seamless investment solutions to clients.
• Prepared detailed reports and presentations to communicate investment recommendations to clients.
• Stayed updated on industry developments, best practices, and regulatory guidelines to ensure compliance and
  provide accurate investment advice.

• Deal sourcing
• Deal Evaluation
• Advising startups on pitches and investment opportunities.
• Advising Angel Investors on various investment opportunities including investments in potential startups
• Researching innovative startup ideas and pitching them to angel investors.
• Advising investors on various investment options, and assisting founders in the preparation of pitch decks and valuation reports.
• Researching on the company's financial data

• I provided clients with specialist advice on how to manage their money.
• The role involved researching the marketplace and recommending the most appropriate products and services available.

Other job responsibilities include:

• Contacted clients and set up meetings, either within an office environment, or in clients' homes or business premises.
• Conducted in-depth reviews of clients' financial circumstances, current provisions, and future aims.
• Completed risk analyses.
• Designed financial strategies.
• Assisted clients in making informed decisions.
• Researched information from various sources, including providers of financial products.
• Reviewed and responded to clients' changing needs and financial circumstances.

• The Finance Executive in an insurance firm is responsible for managing financial operations, ensuring regulatory compliance, and assessing risks..
• Key duties include budgeting, financial reporting, monitoring premium collections and claim payouts, and managing investments of premium reserves.
• I collaborated with underwriters and actuaries to analyze profitability, ensure adherence to industry regulations, and optimize financial strategies to maintain the firm's solvency and profitability.